See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $670,119 | $150,440+345.4% | $136,294+391.7% | $147,584+354.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.11% | 1049.08%-1038.0pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $19,490 | $5,256+270.8% | $4,695+315.1% | $4,876+299.7% |
| Participant deferral / active EE | $15,633 | $6,630+135.8% | $6,247+150.2% | $5,439+187.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |